Private Banker Clerical Assistant
Resume:
Work Experience
Name of Institution: ABSA Wealth
1st July 2014 – 31st August 2020
Position: Business Support Assistant
Background & Responsibilities:
Administrative duties to support the Investments, Private Bankers and Transactional Bankers.
Preparation of document packs for on-boarding and new products for clients. Processing of client migrations, on-boarding, products, KYC reviews and maintenance on banking platforms.
Sending of security documents and original documents offsite. Requesting of original documents from Iron Mountain. Extraction of CIPC information, Document validation/preparation. Managing the cheque book library and clients cards. Assisting clients with setting of pins.
Assisting clients with the setting up of digital platform and guiding clients on how to use the online platform.
Assisting the team to resolve technical issues on phones and computers. Reason for Leaving: Restructure
Name of Institution: ABSA Wealth (Kaizan consulting) 11th October 2010 – 30th June 2014
Position: Document Management Administrator
Background & Responsibilities:
Preparing banking documents for opening of new bank accounts. Administrative duties to support the Private Banker & Business executives. Preparing of Banking & investments files, working on banking platform. Preparing Cipc searches to verify director and members for Fica purposes. Processing of new bank accounts & Processing of transfers. Account closures, Stop Orders Query Resolution, Preparing letters, Payments and other tasks.
Identifying & Verifying Client in terms of Fica Searching and ensuring fica documents meet the standards.
Assisting with retrieving documents from PMP, Physical files & back scanning. Preparation of client documentation for transformation into electronic media. Uploading of electronic files for National database distribution for different departments.
Preparing Track and trace register for all Documents & getting it signed. Maintenance of client data base, Uploading Additional Documents. Reason for Leaving: Permanent position in Absa
Personal Details
Address: 67 Emerald Way
Belgate
Tongaat
4399
Contact Details: 083-***-****
*.********@*****.***
Date of Birth: 30th April 1990
Nationality: South African
Drivers License: Code 8
Marital Status: Single
Language: English
Health: Excellent
Hobbies & Interest
Scrap Booking
Designing Cards
Listing to music
Computer Skills
MS Word
MS Excel
PowerPoint
Outlook
Name of Employer: Tongaat Office Services
26th January 2010 – 10th October 2010
Position Held: Clerical Assistant
Background & Responsibilities:
Typing, Faxing, Lamination, Photocopying Banking, Email & internet, Designing Cards Printing from Cameras & Cellular phones, Answering of Telephone, assisting to Client Queries,
Assisting face to face Clients with Internet Queries, General Office Duties, Working on MS Excel & MS word, Power Point & Outlook. Opening & closing the shop.
Reason for Leaving: Temporary Position
Name of Employer: Blake and Associates
13th June 2008 –31st May 2009
Position Held: Audio Typing
Duties: Data capturing
Reason for Leaving: Campaign Closed
ACADEMIC QUALIFICATIONS
Name of Institution: Unisa
Course: Computer Networking
Year: 2021 (Current)
Name of Institution: KZN Development Foundation (1 Month) Course: Advanced Computer Skills Training
Subjects: Computer Fundamentals, MS Word, MS
Excel, MS PowerPoint, Internet & Email
Course: Pastel V9 (Computerized Accounting)
(3 Months)
SECONDARY EDUCATION:
Name of School: Fairbreeze Secondary School
Highest Grade Passed: Grade 12 (2007)
Training completed
Fica Training
ESP Training
Client Advisory Training
Computer training
Characteristics &
Attributes
Client service focused
Team Player
Work well with colleagues & clients
Quick & innovative thinking
Deadline & pressure driven
Pro-active, responsible &
accountable
Attention to detail as well as view
holistically
Able to think & work
independently
Good with technical issues
Digital skills
References
Absa Wealth
Subashnie Naidoo (Team Leader)
Absa Wealth (Kaizan Consulting)
Rheneesh Ramroop (Manager)
Tongaat Office Service
Mrs S Naidoo (Owner)
Blake International
Veerad Ramsarup (Manager)
Contact this candidate